Semiconductor News & Analysis Feed
12091 articles
2026-06-25
www.chosun.com
2026-06-25
조선일보
By Kang Da-eun
Published 2026.06.25. 19:00
On the 24th, local time, IBM releases IBM's sub-1 nm node wafer. /IBM
U.S. IT giant IBM has unveiled the world’s first semiconductor process technology below 1 nanometer (nm·one-billionth of a meter). If commercialized, the technology could significantly reduce power consumption while dramatically boosting computing performance, potentially serving as a
2026-06-25
www.coindesk.com
2026-06-25
CoinDesk
Computer memory chipmaker Micron Technology (MU) delivered blowout Q3 earnings on Wednesday, lifting the entire AI memory sector, AI-related stocks and even giving crypto a slight boost.
Bitcoin
BTC
$61,270.96
climbed back above $60,000 after markets closed, but bullish AI sentiment will ultimately pull more liquidity away from crypto.
Micron shares surged 16% in premarket trading on Thursday
2026-06-25
siliconangle.com
2026-06-25
SiliconANGLE
IBM Corp. today unveiled what it says is the world’s first sub-one-nanometer chip technology, a research breakthrough that it said will fuel the next 10 years of semiconductor development and pave the way to atomic-level chip design.
The new technology is based on a transistor architecture IBM calls nanostack, designed for the 0.7-nanometer, or seven-angstrom, node. IBM said the architecture can
2026-06-25
pro.thestreet.com
2026-06-25
TheStreet Pro
HOME>MARKET-COMMENTARY
MARKET-COMMENTARY
Let’s Pay a Visit to Micron’s Island
Micron’s earnings beat might just negate the bearish island patten that formed earlier this week. Here’s what to watch for.
Helene Meisler·Jun 25, 2026, 6:00 AM EDT
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2026-06-25
news.google.com
2026-06-25
Idaho Statesman
2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
www.eenewseurope.com
2026-06-25
eeNews Europe
Infineon Technologies has started mass production of its RASIC CTRX8188F radar transceiver, describing it as the automotive industry’s first production-ready 8Tx8Rx imaging radar MMIC designed for centralized radar architectures. The device targets the growing demand for high-resolution radar systems used in advanced driver assistance systems (ADAS) and future autonomous vehicles.
2026-06-25
fortune.com
2026-06-25
Fortune
Good morning. On Fortune’s radar today:
Markets: Micron drives tech stock rally.
Big-name money managers are piling into Amazon.
Oil is nearly normal.
J.P. Morgan warns “flash-crash” may be coming.
Denver’s reduced enthusiasm for eating out.
Reid Hoffman rips into Elon Musk.
ONE BIG THING
It’s an open secret: Amazon is the favored stock of star money managers
In recent quarters, a roster of money
2026-06-25
www.tradingview.com
2026-06-25
TradingView
News
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Zacks
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Micron Q3 Earnings Call Highlights Supply Crunch and SCAs
Micron Q3 Earnings Call Highlights Supply Crunch and SCAs
5 min read
MU
−0.31%
Micron Technology, Inc. MU used its third-quarter fiscal 2026 earnings call to make a broader point than a quarterly beat. Management framed memory as a strategic bottleneck in the AI buildout and argued that long-term customer agreements are resh
2026-06-25
www.gamesindustry.biz
2026-06-25
GamesIndustry.biz
Home News
Micron says chip shortage will "improve gradually" in 2028
But CEO Sanjay Mehrotra admits he doesn't know when memory supply will catch up with increased demand
Image credit: Marta Branco
News by Alex Forbes-Calvin Contributor
Published on June 25, 2026
The CEO of chip giant Micron, Sanjay Mehrotra, has said that the AI-fueled global RAM and NAND shortage will continue through 2027 a
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
www.chartmill.com
2026-06-25
ChartMill
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Micron Blows the Doors Off and Throws the AI Rally a Lifeline
By Kristoff De Turck - reviewed by Aldwin Keppens – Last update: Jun 25, 2026
Quotes Stocks Mentioned
Article Mentions:
HTZ
(3.00 ▼ -40.71%)
ORCL
(157.53 ▼ -4.62%)
QCOM
(197.41 ▼ -3.29%)
SMTC
(158.48 ▼ -2.94%)
NVDA
(199.00 ▼ -0.52%)
RMBS
(124.52 ▼ -2.88%)
VZ
(45.68 ▼ -2.25%)
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(
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Micron
stock soared 15% on Thursday after the memory maker reported blockbuster third-quarter earnings as the artificial intelligence boom causes demand for memory to surge.
Shares climbed even higher earlier in the day, pushing Micron’s market cap above Meta
and Tesla
among the most valuable U.S. companies.
Other names in the memory space also popped, with Sandisk
gaining nearly 22% on Thur
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Micron
soared in premarket trading on Thursday after the memory maker reported blockbuster third-quarter earnings as the AI boom causes demand for memory to surge.
The company’s revenue more than quadrupled from $9.3 billion a year earlier to $41.46 billion in its fiscal third quarter, it reported on Wednesday. Revenue came in higher than analyst expectations of nearly $36 billion, according to
2026-06-25
www.ft.com
2026-06-25
Financial Times
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
The Zacks Analyst Blog Highlights Micron and NVIDIA
Zacks Equity Research
Thu, June 25, 2026 at 2:04 AM PDT 4 min read
MU
-0.31%
NVDA
-0.50%
Explore stocks on Coinbase
Trading disclosure
For Immediate Release
Chicago, IL – June 25, 2026 – Zacks.com announces the list of stocks and featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacti
2026-06-25
evertiq.com
2026-06-25
Evertiq
© Hitachi Energy
Business | June 25, 2026
Hitachi Energy expands power semiconductor production at Swiss site
Evertiq
The expansion is part of Hitachi Energy’s USD 9 billion USD global investment program to increase capacity and add 15,000 people to scale manufacturing, R&D, and digitalization, including boosting efficiency through AI-enabled processes.
Hitachi Energy has broken ground on a new f
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Tech stocks surge as Micron earnings ease AI fears, oil falls further
By Alun John and Ankur Banerjee
Thu, June 25, 2026 at 5:47 AM PDT 3 min read
MU
-0.31%
QCOM
-3.29%
^NDX
-0.43%
DX-Y.NYB
-0.08%
^IXIC
-0.43%
Explore stocks on Coinbase
Trading disclosure
By Alun John and Ankur Banerjee
LONDON/SINGAPORE, June 25 (Reuters) - Stocks surged on Thursday after strong earnings and forecasts from chipm
2026-06-25
www.euronews.com
2026-06-25
Euronews
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2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
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